Clear Perspective Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.25M | Buy |
2,492
+324
| +15% | +$163K | 0.38% | 46 |
|
|
2021
Q3 | $847K | Sell |
2,168
-213
| -9% | -$83.2K | 0.29% | 64 |
|
|
2021
Q2 | $953K | Buy |
2,381
+191
| +9% | +$76.4K | 0.33% | 59 |
|
|
2021
Q1 | $815K | Sell |
2,190
-34
| -2% | -$12.7K | 0.32% | 65 |
|
|
2020
Q4 | $780K | Buy |
2,224
+90
| +4% | +$31.6K | 0.32% | 57 |
|
|
2020
Q3 | $359 | Buy |
+2,134
| New | +$359 | 0.17% | 100 |
|
|
2020
Q2 | – | Sell |
-1,106
| Closed | -$276K | – | 130 |
|
|
2020
Q1 | $276K | Sell |
1,106
-537
| -33% | -$134K | 0.18% | 91 |
|
|
2019
Q4 | $483K | Sell |
1,643
-1,788
| -52% | -$526K | 0.3% | 82 |
|
|
2019
Q3 | $792K | Buy |
3,431
+1,693
| +97% | +$391K | 0.36% | 60 |
|
|
2019
Q2 | $424K | Sell |
1,738
-267
| -13% | -$65.1K | 0.27% | 89 |
|
|
2019
Q1 | $443K | Buy |
+2,005
| New | +$443K | 0.31% | 86 |
|
|
2018
Q3 | – | Sell |
-462
| Closed | -$113K | – | 415 |
|
|
2018
Q2 | $113K | Sell |
462
-198
| -30% | -$48.4K | 0.08% | 183 |
|
|
2018
Q1 | $108K | Buy |
660
+508
| +334% | +$83.1K | 0.08% | 179 |
|
|
2017
Q4 | $34K | Buy |
152
+75
| +97% | +$16.8K | 0.03% | 255 |
|
|
2017
Q3 | $15K | Hold |
77
| – | – | 0.01% | 314 |
|
|
2017
Q2 | $14K | Hold |
77
| – | – | 0.01% | 317 |
|
|
2017
Q1 | $13K | Sell |
77
-132
| -63% | -$22.3K | 0.01% | 303 |
|
|
2016
Q4 | $33K | Buy |
+209
| New | +$33K | 0.02% | 236 |
|